Invite eligible Zendesk users to CommCare
Keep onboarding moving by turning verified Zendesk users into CommCare invitations.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
Why this helps
New collaborators wait for access because customer support and program administration use separate queues.
- Shorten access setup time
- Apply consistent invitation instructions
- Give administrators a clear audit trail
Setup
Build it in a few focused steps.
- 1Connect Zendesk and CommCare in Notis once.
- 2Create an automation named Zendesk user to CommCare invitation.
- 3Tell Notis to review each new user, confirm the available eligibility details, and create a CommCare web user invitation with the approved role.
- 4Pick the New User Created trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Will Notis invent a role?
No. State the approved role in your instruction or ask Notis to report users whose role is unclear.
What permissions are needed?
The CommCare action requires Edit Web Users and Edit Access API permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to CommCare. A trigger fires from one place; an action lands in another.
Zendesk triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
New User Created
Triggered when a new user is created in Zendesk.
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Single Sign On
Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.
Submit Form to CommCare
Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).
Submit Form ODK Compatible
Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.
Connect any two apps with Notis in the middle.
Zendesk and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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